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Title Experienced Customer service professional, detailed oriented, sa
Target Location US-NM-Santa Fe
Email Available with paid plan
Phone Available with paid plan
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Candidate's Name
Santa Fe, NM Street Address
EMAIL AVAILABLEPHONE NUMBER AVAILABLEExtensive experience with customer service, sales and banking. Committed to deepening customer relationships while providing world class customer service. Pursuing an opportunity in management to leverage advanced skills in staff training development, and reaching sales objectives. Authorized to work in the US for any employerWork ExperienceNight Auditor/Front Desk AgentNew Waterloo-El Rey court - Santa Fe, NMFebruary 2023 to September 2023 Cultivate a pleasant experience while assisting guests with checking into the hotel and out of the hotel. Insure payments are processed correctly and accurately Solve any guest issues or complaints Create new reservations or maintenance existing reservations across two different platforms . Effectively and efficiently complete the of day reports using various POS systems : Toast, Opera, Shift four. Locate any discrepancies while balancing the end of day totals. Balance cash drawer Stock merchandise Provide assistance to assigned projects Effectively multitask with little to no errorSenior Member Service OfficerSANDIA AREA FEDERAL CREDIT UNION - Santa Fe, NMAugust 2020 to January 2023 Assist members and connect them to solutions that meet their financial objectives. By taking ownership, and acting with empathy and integrity while deepening member relationships with credit union. Process loans with understanding the sense of urgency while maintaining accuracy and Provided members with product information based on their individual needs. Mentor and give direction to junior team members and provide training on best practices. Complete tasks assigned by the Branch Manager/ assistant manager. Collaborating with Branch Management in areas where improvement is needed in meeting sales goals. Regularly meet and exceed loan volume goals. Excellent communication with solid knowledge of credit union processes and products. Finincal Service ConsultantDel Norte Credit Union - Santa Fe, NMJune 2018 to December 2019 Identify and recommend the best products or service solution to members & non-members to resolve members financial needs and concerns. Evaluate members needs and offer appropriate financial products and services (New Accounts, Debit Cards, Credit Cards, Loans, etc.) Analyze account information and loan applications in order to offer additional credit union products and service solutions. Interviewing applicants, explain loan options, rates and collateral requirements to members, and gather required information for underwriters. Manage member accounts; open, close and oversee transactions Resolve issues with accounts Reach out to potential members to generate new business Relationship Banker IIBank of Oklahoma Financial - Santa Fe, NMMarch 2017 to May 2018 Assessed the financial circumstances of clients and prospects and provide tailored solutions for their needs. Solutions included a full range of retail products and loans, as well as partnering across the Bank to meet customer needs. Provided optimal customer experience by solving clients' financial concerns and challenges while adhering to bank policies, compliance, and regulations. Provided efficient transactions, developed relationships with clients to identify opportunities to help clients meet their financial goals.Universal BankerU.S. BANK - Santa Fe, NMOctober 2015 to December 2016 Specialized in customer service experience through sales, service and digital engagement of consumer and Business Banking customers. Supported daily operations of the branch as a Teller and met customer service and sales needs as required by assigned branch. Follow the Bank's sales process and provide simplified, customer- focused advice and guidance. Assistant ManagerMENS WEARHOUSE - Santa Fe, NMJuly 2007 to March 2015 Used leadership skills to inspire success among team members Coached sales behaviors to maximize personal and store sales volume. Provided world-class customer serviceEducationSome college in Dental AssistingSANTA FE COMMUNITY COLLEGE - Santa Fe, NMOctober 2013 to January 2014Skills Banking Customer service Sales Management Guest Services Training & Development Account Management Front Desk Night Audit Leadership Microsoft Windows (7 years) POS Microsoft Office Upselling AuditingCertifications and LicensesCertified Notary PublicAssessmentsDelivery driver  ProficientJune 2023Interpreting instructions or signs and solving problems Full results: ProficientCustomer focus & orientation  ProficientAugust 2023Responding to customer situations with sensitivity Full results: ProficientBasic computer skills  ProficientOctober 2023Performing basic computer operations and troubleshooting common problems Full results: ProficientAttention to detail  ProficientMay 2023Identifying differences in materials, following instructions, and detecting details among distracting informationFull results: ProficientCustomer service  ProficientMay 2023Identifying and resolving common customer issuesFull results: ProficientManagement & leadership skills: Impact & influence  Proficient September 2023Choosing the most effective strategy to inspire and influence others to meet business objectives Full results: ProficientRetail customer service  ProficientSeptember 2023Responding to customer situations in a retail setting Full results: ProficientAdministrative assistant/receptionist  Proficient May 2023Using basic scheduling and organizational skills in an office setting Full results: ProficientOffice manager  ProficientDecember 2022Scheduling and budgetingFull results: ProficientSales skills  ProficientAugust 2023Influencing and negotiating with customersFull results: ProficientWork style: Reliability  ProficientJune 2023Tendency to be reliable, dependable, and act with integrity at work Full results: ProficientIndeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.

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